Contact and follow up with new and prospective clients and set up new business opportunities.
Convert prospects into customers by showcasing appropriate products to the prospects matching their investment needs.
Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share.
Stay up to date on industry trends and identify new market opportunities.
Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products.
Ensure and adhere to compliance and regulatory guidelines for the region.
Excellent Verbal and Written Communication skills
Focus on Sales and marketing and target achievement
Ability to conduct training (Digitally and physical)
Presentation and Presentability
Ability to connect with mid-level team at CB to appraise on Day wise sales
